person● Verified · SEC records
Sumera Yousaf
In network coverage since October 18, 2026 · 1 story
Career record
currentIATRUIST INVESTMENT SERVICES, INC.
currentIAROCKEFELLER CAPITAL MANAGEMENT
currentIATRUIST ADVISORY SERVICES, INC.
Network coverage
The Close
Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples
The Kellam Group moved as a seven-person unit, with support staffer Charles Outlaw, according to AdvisorHub.